Trusts

Our trust lawyers pride themselves on offering clear advice from the creation of a new trust to the winding up of a trust.

Trusts can be used to ensure that your assets can be paid to or for the benefit the people you intend, can often be tax efficient and can be set up during your lifetime or within your Will.

We administer a significant portfolio of discretionary and life interest trusts holding a variety of assets including:

  • share portfolios
  • bonds
  • properties
  • businesses

We can also offer reviews of existing trust arrangements to provide bespoke advice and can draft trust documentation such as deeds appointing or retiring a trustee.

We act for individual trustees as well as being able to provide experienced professional trustee appointments.

We can also provide advice and information on the Trust Registration Service (TRS), please click here to view our comprehensive guide which includes information on which trusts should be registered, the key information required in order to register a trust and more.

We also work closely with our specialist property lawyers to provide advice on acquiring property as a trust asset, holding property on trust and transferring property out of trust. This includes advice on owning property as tenants in common and property succession.

FAQs

What do Trustees have to do?

The involvement required of a trustee will vary depending on the type of trust. Trustees must act within the powers and responsibilities set out in deed setting up the trust, legislation including the Trustee Act 1925 and in accordance with their fiduciary duties. Generally speaking, trustees must act in good faith and in the best interests of the beneficiaries (and if more than one balance these interests).

Our Experts

Carla Brown

Partner, Solicitor and Head of Wills, Trusts & Probate

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Andy Kirby

Private Client Consultant

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Rebecca Suthers

Senior Associate & Chartered Legal Executive

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Nicola Hall

Associate Solicitor

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Marie Pethen

Associate & Private Client Executive

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Katy Sewell

Associate Solicitor

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Rebecca Chadwick

Solicitor

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Cariad Medway-Smith

Private Client Executive

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Theresa Mills

Solicitor

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Paul Naser

Consultant Solicitor

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Rose-Marie Stone

Paralegal

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Florence Shoemaker

Trainee Solicitor

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Louise Sutton

Chartered Legal Executive

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Jo Tout

Probate Executive

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Diane Vincent

Chartered Legal Executive

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Samantha Barratt-Habgood

Secretary

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Corinne Bowerman-Watson

Wills, Trusts & Probate Assistant

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Jennifer Dinsdale

Paralegal

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Emma Fidler

Secretary

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Kim Houston

Secretary

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Samantha Laird

Personal Assistant

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Sally Shefford

Secretary

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Amanda Vanson

Secretary

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Julie White

Paralegal

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Here to help

Our specialist teams can provide full service legal advice and assistance, providing practical and cost-effective solutions.

Our offices

Bournemouth
302 Charminster Road Bournemouth Dorset BH8 9RU
01202 525333 Contact
London
Office 309 107 – 111 Fleet Street London EC4A 2AB
02039 784720 Contact
Poole
14a Haven RoadCanford Cliffs, Poole Dorset BH13 7LP
01202 709898 Contact
Ringwood
Monmouth Court Southampton Road, Ringwood Hampshire BH24 1HE
01425 484848 Contact
Swanage
55 High Street Swanage Dorset BH19 2LT
01929 422233 Contact
Wimborne
39a East Street Wimborne Dorset BH21 1DX
01202 057676 Contact